F/M Investments’s Lockheed Martin LMT Stock Holding History

F/M Investments’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.61M	Sell	9,290 -233	-2%	-$144K	0.37%	56
2025 Q4	$4.61M	Buy	9,523 +18	+0.2%	+$8.61K	0.18%	145
2025 Q3	$4.74M	Sell	9,505 -173	-2%	-$78.5K	0.18%	136
2025 Q2	$4.48M	Sell	9,678 -1,939	-17%	-$908K	0.16%	131
2025 Q1	$5.19M	Sell	11,617 -83	-0.7%	-$38.2K	0.21%	98
2024 Q4	$5.69M	Buy	11,700 +2,941	+34%	+$1.6M	0.21%	99
2024 Q3	$5.12M	Sell	8,759 -96	-1%	-$51.5K	0.16%	164
2024 Q2	$4.14M	Buy	+8,855	New	+$4.09M	0.15%	174
2022 Q2	–	Sell	-5,976	Closed	-$2.64M	–	76
2022 Q1	$2.64M	Buy	+5,976	New	+$2.42M	2.13%	15
2021 Q2	–	Sell	-608	Closed	-$225K	–	86
2021 Q1	$225K	Buy	608 +16	+3%	+$5.49K	0.18%	75
2020 Q4	$210K	Buy	+592	New	+$218K	0.18%	57

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

F/M Investments's LMT Position: Q1 2026 in Review

F/M Investments reduced its Lockheed Martin (LMT) stake by 2.4% in Q1 2026, selling an estimated $144K and leaving 9,290 shares worth $5.61M. The position accounts for 0.37% of the portfolio, ranked #56.

F/M Investments first reported a position in LMT in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.69M in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

F/M Investments held 9,290 shares of Lockheed Martin worth $5.61M as of Q1 2026.
F/M Investments sold 233 Lockheed Martin shares in Q1 2026, an estimated $144K.
Lockheed Martin made up 0.37% of F/M Investments's portfolio in Q1 2026, its #56 holding.
F/M Investments first reported a position in Lockheed Martin in Q4 2020 and has held it in 11 quarters since.
F/M Investments's Lockheed Martin position peaked at $5.69M in Q4 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.